Hall Private Wealth Advisors’s McKesson MCK Stock Holding History

Hall Private Wealth Advisors’s Portfolio MCK Stock Details MCK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,000	Closed	-$306K	–	47
2022 Q1	$306K	Hold	1,000	–	–	0.16%	41
2021 Q4	$249K	Buy	+1,000	New	+$220K	0.15%	40
2021 Q3	–	Sell	-1,058	Closed	-$202K	–	54
2021 Q2	$202K	Buy	+1,058	New	+$204K	0.13%	50

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Hall Private Wealth Advisors's MCK Position: Q2 2022 in Review

Hall Private Wealth Advisors sold out of McKesson (MCK) in Q2 2022, closing a stake of 1,000 shares — an estimated $306K sold.

Hall Private Wealth Advisors first reported a position in MCK in Q2 2021 and held it in 3 quarters. The position peaked at $306K in Q1 2022. 1,167 funds tracked by Wall St. Rank hold MCK as of Q2 2022.

Hall Private Wealth Advisors reported no remaining McKesson position as of Q2 2022 after selling out during the quarter.
Hall Private Wealth Advisors sold 1,000 McKesson shares in Q2 2022, an estimated $306K.
Hall Private Wealth Advisors first reported a position in McKesson in Q2 2021 and held it in 3 quarters.
Hall Private Wealth Advisors's McKesson position peaked at $306K in Q1 2022.
1,167 funds tracked by Wall St. Rank held McKesson as of Q2 2022.

Based on Hall Private Wealth Advisors's 13F filing for Q2 2022, filed 20 Jul 2022.